We are seeking an experienced and highly motivated Senior Accounting Manager to lead our accounting and finance operations for our growing team in India. This individual will be the primary point of contact for all accounting and finance matters in the region, ensuring the accuracy, integrity, and timeliness of our financial reporting.

The ideal candidate will have extensive experience with Indian GAAP and US GAAP and a proven ability to collaborate with global and cross-functional teams. This role is critical in supporting our local operations and ensuring full compliance with all local statutory and regulatory requirements.

You will:

• Serve as the main point of contact for local accounting matters, supporting the India Country Manager and local operational teams within the CFO organization.
• Lead India's accounting operations by managing the outsourced accounting firm to ensure a timely, accurate, and successful monthly close process.
• Guarantee financial integrity by ensuring all financial reporting is accurate and compliant with US GAAP, Indian GAAP, and internal company policies.
• Oversee month-end activities, including the review and approval of all key journal entries, balance sheet reconciliations, and intercompany transactions for the India entity.
• Drive financial analysis by conducting in-depth monthly reviews of the India entity's financials with the international accounting team, providing clear analysis and substantive support for all figures.

• Lead the end-to-end financial statement audit process for the India entity, serving as the primary liaison with external auditors.
• Ensure full tax compliance by partnering with the tax team on all local requirements, including Income Tax audits, GST, TDS reporting, transfer pricing, and other intercompany entries.
• Manage external relationships, acting as the key point of contact for external vendors, banks, tax authorities, and other regulatory bodies.
• Provide technical expertise on complex financial reporting issues and the application of technical accounting rules under Indian GAAP.

• Support regional growth and planning by collaborating with the FP&A team on financial forecasting, annual budgeting, and long-range planning.

• Drive scalable solutions by proactively identifying opportunities for process improvement and leading the implementation of new systems.
• Develop the financial infrastructure by defining, implementing, and maintaining robust systems, procedures, and policies to ensure accurate accounting data reporting for India.
• Support global projects by partnering with other finance teams on projects or tasks as assigned.

You have

• Bachelor’s degree in Accounting, Finance, or a related field is required; Chartered Accountant (CA) is strongly preferred. 
• 8+ years of progressive accounting experience.
• A combination of public accounting (Big 4 preferred) and private industry experience is highly desirable.
• Demonstrable experience managing accounting operations for a multinational company's subsidiary in India.
• Deep expertise in both Indian GAAP and US GAAP and strong understanding of Indian tax regulations (GST, TDS, Income Tax).
• Experience managing audits in India.
• Proficiency with large-scale ERP systems (Netsuite,Oracle or SAP) and Microsoft Office, especially Excel.
• Excellent communication (written and verbal) and interpersonal skills.
• Proven ability to work effectively with remote teams and stakeholders across different time zones.

The Role:

We are looking for a Staff Product Manager for the Merchant Experience Platform within our Omnichannel Fulfillment division. As the PM for this critical platform, you will define and deliver a world-class, seamless merchant experience across the entire journey, from self-serve onboarding and platform configurations to transparent billing and effortless payments. Your mission is to build a fast, intuitive, and reliable platform that serves as the single source of truth for our merchants and powers their success across our logistics ecosystem.

Key Responsibilities:

• Platform Vision & Strategy: Define the multi-year roadmap for the Merchant Experience Platform, encompassing onboarding, integrations, configuration, billing, and payments.
• End-to-End Merchant Journey: Own the experience flow from a merchant's first interaction, through system configuration and data setup, to their ongoing financial transactions and reporting.
• Merchant System Integration Strategy: Drive the strategy for seamlessly integrating with external merchant technologies, including ERP systems (like NetSuite) and e-commerce platforms, ensuring robust data exchange and workflow integrity.
• Billing & Payments Automation: Drive the strategy and execution for automated payment solutions, revenue recognition, and reliable financial reporting.
• Cross-Functional Leadership: Partner with Engineering, Finance, Operations, and Sales to ensure a friction-less merchant journey and accurate financial outcomes.
• Product Leadership & Mentorship: Act as a subject matter expert who coaches and mentors Senior and IC PMs on complex systems thinking, financial modeling, and platform architecture design.

Minimum Qualifications:

• Experience: 8+ years in Product Management, preferably within Logistics Tech, SaaS Integrations, Fintech.
• Technical Proficiency: Deep understanding of APIs, ERP integrations, and financial reconciliation workflows.
• Systems Thinking: You can map out how a physical action in a warehouse triggers reconciliation with a merchant system or triggers a financial event for billing.
• Analytical Rigor: Proven ability to conduct deep quantitative analysis, create complex data models, and use data to diagnose root causes and quantify business impact.
• Problem-Solving Grit: Logistics is messy. You need the ability to find elegant, automated solutions for edge cases and "broken" data.
• Communication: The ability to explain complex financial logic to a software engineer and high-level business impact to a CFO.
• Demonstrated ability to drive results in complex, regulated industries (Logistics, Fintech, Healthcare, etc.).
• Experience owning a product roadmap and delivering measurable business impact (e.g., revenue growth, efficiency gains).

Why This Challenge Matters:

The Merchant Experience Platform is the gateway to Flexport's logistics ecosystem. By owning the entire journey—from an effortless onboarding and configuration process to reliable, transparent billing and payments—you are directly impacting Flexport’s bottom line, driving merchant adoption, and removing the friction that holds global trade back.

Bonus Points if you have:

• Experience with NetSuite, Stripe, or high-volume transactional billing systems.

Why Flexport:

At Flexport, we’re building the future of global trade. Our product team is at the heart of this transformation, driving solutions that have a direct impact on our customers and the logistics industry. We foster a culture of innovation, inclusivity, and continuous learning, giving you the opportunity to work on meaningful, impactful projects while supporting your professional growth.

What's in it for you?

• An opportunity to contribute to one of the fastest-growing companies, where you’ll have the chance to create a global impact while being a part of a thriving multinational environment
• Competitive salary and equity options
• Daily catered lunches, breakfast, snacks and soft drinks available in our office on daily basis
• Comprehensive health and wellness benefits.
• Equity program: every team member becomes a shareholder, aligning our success with yours. As a private company in a multi-trillion dollar industry, you have a direct stake in our collective growth and success.
• Collaborative, inclusive, and diverse work culture.

Flexport is committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or veteran status.

#LI-hybrid

The Role:

Anaplan is looking for a highly driven and dynamic Senior Customer Success Business Partner (CSBP) to join the Customer Success team in Bangalore, India. 

This role goes beyond traditional customer success. You will operate as a strategic advisor and transformation partner, helping our enterprise customers leverage Anaplan’s platform and AI capabilities to drive measurable business outcomes.

This is what you will do at Anaplan

As a Senior CSBP, you will manage a portfolio of enterprise customers with the primary goal of maximizing their ROI on the Anaplan platform while owning the end-to-end lifecycle (onboarding, implementation, adoption, renewals, expansion) through a value-based selling mindset.

Strategic Partnership & Executive Engagement

• Own and nurture relationships with C-suite executives (CFO, CIO, CHRO, CDO) and senior stakeholders, establishing yourself as a trusted advisor and aligning on strategic priorities, value realization, AI transformation, and long-term investment decisions.
• Lead outcome-driven Executive Business Reviews (EBRs), presenting compelling narratives that connect Anaplan's capabilities to the customer's strategic priorities and clearly articulate business value to influence renewal, expansion, and investment decisions.
• Advise customers on establishing a robust Center of Excellence (CoE) and governance structure to foster self-sufficiency and scale while enabling stakeholder alignment, prioritization, and scalable adoption.

Value Realization & Adoption

• Drive measurable ROI and business outcomes from Anaplan investments across onboarding, implementation, and adoption phases ensuring strong customer health.
• Proactively monitor platform usage and sponsorship, identifying risks and deploying targeted action plans to drive sustained adoption and protect renewals.
• Develop and execute customer success plans aligned to value realization, adoption, and growth objectives.
• Develop customer success assets and playbooks and help drive customer references and case studies to reinforce value realization and support expansion.
• Drive enablement, training, and best practices to foster adoption and customer self-sufficiency.

Commercial Growth & Expansion

• Identify and drive platform expansion opportunities, including AI use cases, across key business functions (Supply Chain Planning) to increase platform footprint and business value.
• Collaborate with Sales and Partners to build and progress pipeline within existing accounts through structured account prioritization and pipeline development.
• Proactively identify and mitigate renewal risks in partnership with Renewal Managers and Account Executives to secure and grow the commercial relationship ensuring high retention and strong NRR, and predictable renewals.
• Translate Anaplan’s platform and AI capabilities into clear business value to drive expansion and customer investment.

Customer Advocacy & Internal Collaboration

• Serve as the voice of the customer to internal Anaplan teams (Product, Support, Community), advocating for their needs and ensuring objectives are aligned across business and technical stakeholders.
• Act as a primary point of escalation, focusing on swift resolution and maintaining positive momentum to maintain customer confidence and protect customer health.
• Contribute to the development of customer success assets, playbooks, and customer case studies to strengthen the Anaplan community.
• Own key relationships with customers and proactively maintain high levels of engagement with a focus on increasing customer satisfaction and loyalty while identifying growth opportunities.
• Promote and support engagement with Anaplan through community usage, user groups, and event participation.
• Act as the primary customer contact, managing stakeholders across business and IT and driving change management initiatives.

Your Qualifications

• 10+ years of work experience in customer-facing roles such as customer success, presales or management consulting with experience driving renewals and expansion.
• Deep subject matter expertise in Supply Chain Planning space with a strong understanding of Enterprise Performance Management (EPM) and Enterprise Planning & Analytics.
• Hands-on experience from consulting or implementation perspective on supply chain planning products such as Anaplan, SAP IBP, Kinaxis, Blue Yonder, O9 Solutions etc.
• Excellent communication, presentation, and interpersonal skills, with a consultative and value-oriented approach.
• Ability to translate technical platform capabilities into business value for customers.
• Bachelor’s degree, with focus on business, finance, marketing, operations, supply chain. CA/MBA a plus

About the Company: 

Sigmoid enables business transformation using data and analytics, leveraging real-time insights to make accurate and fast business decisions, by building modern data architectures using cloud and open source. Some of the world’s largest data producers engage with Sigmoid to solve complex business problems. Sigmoid brings deep expertise in data engineering, predictive analytics, artificial intelligence, and DataOps. Sigmoid has been recognized as one of the fastest growing technology companies in North America, 2021, by Financial Times, Inc. 5000, and Deloitte Technology Fast 500. 

Offices: New York | Dallas | San Francisco | Lima | Bengaluru

The below role is for our Bengaluru office.

Why Join Sigmoid? 

Sigmoid provides the opportunity to push the boundaries of what is possible by seamlessly combining technical expertise and creativity to tackle intrinsically complex business problems and convert them into straight-forward data solutions. Despite being continuously challenged, you are not alone. You will be part of a fast-paced diverse environment as a member of a high-performing team that works together to energize and inspire each other by challenging the status quo. Vibrant inclusive culture of mutual respect and fun through both work and play. 

About the Role: 

Sigmoid is looking to onboard a Senior Leader for our FS Consulting Practice who can bridge the gap between high-level strategy and granular operational reality. A true expert in the Financial services space must understand the interconnectedness of Financial Products & Market Dynamics. In this role, you will drive strategic initiatives, foster innovation, and provide visionary direction to our BFSI practice. 

The role requires a strong portfolio leader responsible for managing 3–6 key accounts across a mix of new business development (hunting) and account growth (farming). The individual will typically oversee a team of approximately 15–70 members while managing an annual revenue portfolio in the range of $15M–$60M. The role involves hands-on involvement in sales, client relationship management, and delivery oversight. 

Roles and Responsibilities: 

• An FS expert must understand how the "engine" of different sub-sectors works.
• Banking: Retail (mortgages, cards), Commercial (trade finance, treasury), and Investment Banking (M&A, capital markets).
• Insurance: Life and Annuities vs. P&C (Property & Casualty), including underwriting cycles, reinsurance, and claims transformation.
• Wealth & Asset Management: Fee structures, fiduciary duties, and the shift toward "hyper-personalization" in portfolio management.
• Payments Ecosystem: Knowledge of real-time payments, ISO 20022 standards, and the impact of CBDCs (Central Bank Digital Currencies). 

• The ability to challenge a CEO or Board of Directors while maintaining trust. They must speak the language of the CFO (numbers), the CTO (tech), and the CRO (risk).
• The leader must be aware of latest technologies used by the Financial Institutions, Data Science and Data Engineering team 
• A leader must drive cultural transformation and "buy-in" across silos, the ability to build partnerships between traditional banks and nimble Fintech/Insurtech startups.
• Collaborate with sales, marketing, and business development teams to develop go-to-market strategies, identify key clients, and drive new business opportunities. 
• Work in a matrix environment, manage and deliver solutions/POVs across multiple accounts/clients and regions 
• Stay abreast of emerging trends in technology driving Digital Transformation & data democratization, leveraging technology to define and deliver value to our clients.
• Monitor and analyze industry trends, regulatory changes, and competitive dynamics, adjusting our strategy and offerings as needed. 
• Lead a diverse team of consultants and subject matter experts, fostering a culture of collaboration, innovation, and excellence. 
• Partner with clients to understand their business challenges and opportunities, providing strategic guidance and innovative solutions 
• Drive thought leadership initiatives, representing our company at industry events, conferences, and forums 

Qualifications: 

• Bachelor’s Degree (BE / BTech - CS) from Tier I / II universities like IIT’s / NIT’s and MBA from Top Tier B-schools (IIM) preferred 
• 15-20 Years of Experience in the financial services industry, with a track record of success in strategic leadership roles 
• Robust experience in Retail, Investment Bank/Capital Markets, Asset Management, Wealth management, Insurance & Payments. 
• Exposure in Risk management – credit, market, operational risk 
• Exposure in Compliance management – AML/KYC, Trading Compliance, Risk & Suitability

Desired Skills: 

• Understanding of applications of statistical and machine learning algorithms
• Strong project management and team management skills and ability to work with global teams
• Hands on quantitative experience with analytic tools and technologies 
• A self-starter who can work well with minimal guidance 
• Exposure to Pre-Sales is highly desirable 
• Exposure to Financial Services across US, EU and APAC

About the Role

We are seeking an experienced and driven Area Sales Director to join our India Sales team, with a focus on expanding within existing customers and landing new strategic logos across key industries.

This is a senior leadership role responsible for delivering growth through a team of quota-carrying Enterprise / Strategic Account Executives, who specialise in both account expansion (upsell/cross-sell) and net new logo acquisition, supported by a partner-first go-to-market strategy.

You will play a critical role in shaping strategy, coaching your team, and partnering cross-functionally to ensure and predictable, sustainable revenue growth.

What You Will Be Doing

• Ideate, build and execute a Go to Market strategy in in your assigned sales segment across India
• Lead and manage your Enterprise / Strategic Sales team in India, overseeing day-to-day operations, performance, and development.
• Drive growth within existing Enterprise and Strategic accounts, with clear strategies for upsell, cross-sell, and multi-year expansion.
• Coach and mentor your team to land new strategic logos by building executive relationships, driving differentiated value, and shaping long-term digital transformation roadmaps with customers.
• Engage key SIs, partners, cloud providers and distributors for joint business planning, demand creation, opportunity execution and scale, aligned to our partner-first GTM.
• Hire, motivate, mentor and develop a high-performing sales team, raising the bar on sales excellence, deal strategy, and execution.
• Provide direction and leadership, fostering tight collaboration with Presales, Business Development, Marketing, Alliances, Customer Success and our Partner ecosystem.
• Own demand generation and pipeline discipline: ensure monthly pipeline creation, sufficient pipeline coverage, and attainment of pipeline generation targets and revenue bookings quota.
• Maintain accurate and up-to-date Salesforce hygiene across the team and provide reliable, insight-led forecast information to leadership.
• Actively support complex, strategic opportunities, including deal strategy, commercial structuring, and building executive-level relationships with C-suite stakeholders.
• Lead territory and account planning, ensuring focus on the highest-potential accounts, industries, and buying centers.
• Collaborate closely with extended teams (pre-sales, services, training, legal, renewals, partners) to ensure successful adoption, value realisation, and long-term customer advocacy.
  
  

You Will Be a Great Fit for Us If You Have:

• 20+ years of experience selling B2B SaaS solutions, with deep exposure to complex, multi-stakeholder Enterprise sales cycles.
• Minimum 5 years of experience leading high-performing SaaS sales teams, ideally focused on Enterprise and/or Strategic accounts.
• A proven track record of consistently meeting or exceeding revenue targets across both net new and expansion motions.
• Exceptional leadership and influencing skills, with the ability to build trusted relationships internally (across cross-functional teams) and externally (C-level and senior stakeholders).
• Strong business planning capabilities — able to set clear goals, define territory and account strategies, track progress, identify risks/blockers, and drive corrective actions.
• A professional, polished presence with excellent verbal and written communication skills; confident in presenting to C-suite (CEO, CFO, CIO, CISO, CTO) and senior business leaders.
• Deep mastery of consultative and solution selling methodologies such as MEDDPICC, Challenger, Solution Selling, Sandler, or similar frameworks.
• Comfort and credibility in engaging executive stakeholders around identity, security, digital transformation and business outcomes.
• Strong operational rigor, with a focus on building scalable processes, improving forecast accuracy, and bringing structure to a growing organisation.
• An innovative and growth-oriented mindset — not afraid to challenge the status quo, experiment, and bring fresh ideas to how we win in Enterprise and Strategic accounts.
• A Bachelor’s or Master’s degree, or a demonstrated commitment to ongoing learning and professional development.

#LI-Remote

(P24228_3341135)

Job Title: Senior Director, Customer Success & Solutions (Enterprise Segment) 

Department: Customer Experience 

Location: Remote US or India

HG Insights is the gold standard in Technographics. We give business decision-makers actionable intelligence on IT spend, technology installations, and contract timelines for millions of companies
worldwide. Customers like Microsoft, Google, and Amazon rely on our data to find their next best customer. We are a team built on precision, velocity, and genuine technical innovation — and we are looking for someone who wants to help us eat our own cooking.

Core Responsibilities (The Profile) We’re looking to attract a "Technical Business Leader" who excels in the following areas:

• Enterprise Gravitas & Governance: Demonstrate a track record of leading CSM & Solutions team for Global 2000 clients and navigating high-level organizational complexity. Establish AI powered GTM blueprints and best practices that allow enterprise customers to scale their HG implementations globally.
• The "CFO Whisperer" Skillset & ROI-Driven Solutioning: Guide your teams to effectively partner with C-suite stakeholders (CTO, CIO, CFO) to map business challenges to technical solutions, ensuring every architectural decision translates into a clear, phased ROI. You must have the ability to translate technical variables (like Data Orchestration or APIs) into tangible P&L impact (like Churn and Revenue).
• Modern Tech Fluency & GTM Automation Advisory: Apply deep expertise in how AI agents and data orchestration integrate into a scalable GTM engine. Drive the design of end-to-end enterprise GTM workflows, ensuring that HG solutions integrate seamlessly with existing CRMs, User Portals, and third-party Apps.
• The Force Multiplier & Proof of Value (PoV): Build a team of "consultative experts" rather than just managing a group of contributors. Direct the technical execution of PoVs, shifting the team's focus from "does it work?" to "how much value does this create for the business?".
• Financial Modeling & Cross-Functional Alignment: Foster collaboration between Sales, Solutions, and Customer Success to build "Business Value Assessments" that quantify the impact of architectural choices on the customer’s bottom line.

How to Measure Success

To clarify the bar for top-tier candidates, success in this role is defined by the following measurable outcomes:

• Retention & Growth: Drive the strategy to maintain 90%+ GRR and unlock 110%+ NRR via strategic expansion.
• Operational Velocity: Reduce Enterprise time-to-value and onboarding cycles by ~20% YoY through AI & process innovation.
• Predictability: Refine a health-scoring model with high accuracy (~90%) in predicting renewals.
• Executive Impact: Cement "Strategic Partner" status by leading high-impact Executive Business Reviews (EBRs) for 100% of our Tier-1 accounts.

What We’re Looking For

• Experience: 15+ years in technical leadership roles (Enterprise CSM, Solutions Architecture or System Integration), specifically working with Global 2000 companies.
• Business Mindset: You understand a P&L statement as well as you understand GTM workflow and org design, and you can effectively explain technical concepts like "Latency" in terms of business metrics like "Customer Churn".
• Technical Breadth: Deep knowledge of Platform, API, Agents, MCP, Data Orchestration, and Go-To-Market (GTM) methodologies.
• The "Consultant" Edge: Exceptional storytelling and presentation skills. You can walk into a boardroom and turn a skeptical CFO into a project champion, and you can mentor your team to do the same.
• Education: A B.S. in Data Science or a related field is desired; an MBA or TOGAF certification is a significant plus.
• Strong GTM intelligence Experience

Managing Principal Consultant - Credit Risk and Market Risk–driven regulatory and transformation initiatives 

WHY JOIN CAPCO?

You will work on engaging projects with some of the largest banks in the world, on projects that will transform the financial services industry.

We offer:

• A work culture focused on innovation and building lasting value for our clients and employees
• Ongoing learning opportunities to help you acquire new skills or deepen existing expertise
• A flat, non-hierarchical structure that will enable you to work with senior partners and directly with clients
• A diverse, inclusive, meritocratic culture
• Enhanced and competitive family friendly benefits, including maternity / adoption / shared parental leave and paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement

POSITION SUMMARY

The Director, International Accounting & Tax Compliance is a senior leadership role responsible for the end-to-end financial management of the Company's global subsidiary network. Reporting directly to the VP, Global Controller, this individual will manage a first-class international accounting team located in India and other countries that supports the Company's worldwide operations. The role owns the integrity of financial reporting across all international entities, leads the statutory and management financial statement close process (targeting a 7 business day consolidated close), manages external auditors and tax advisors globally, and ensures full compliance with local and international tax obligations, including transfer pricing.

Our ideal candidate is a self-starter with strong leadership capabilities and a solid operational and technical accounting background. Working in a different time zone from the Company's US-based operations, this person works well independently while maintaining proactive, seamless coordination with HQ. They are equally comfortable thinking strategically and rolling up their sleeves to work in the details alongside their team.

KEY RESPONSIBILITIES

International Financial Accounting & Reporting

• Oversee monthly and quarterly close processes for all international subsidiaries managing team of local accountants preparing and recording necessary elimination entries and performing reconciliation of all intercompany balances.
• Oversee the preparation and review of monthly, quarterly, and annual financial statements for all worldwide subsidiaries in accordance with applicable local GAAP.
• Maintain and continuously improve accounting policies, procedures, and internal controls across the international entity structure.
• Provide technical accounting guidance on complex transactions including intercompany arrangements, foreign currency, consolidation eliminations, and business combinations.
• Coordinate with different teams including Payroll, Treasury and legal team to ,ensuring compliance with local payroll regulations.

Audit, Tax Compliance & Statutory Filing

• Serve as the primary point of contact for all external audit engagements across subsidiaries globally, coordinating with audit firms
• Support international in-country tax teams and local service providers to meet all international regulatory and tax compliance requirements, including VAT/GST, and maintain proper documentation for local country tax refunds and credits.
• Partner with local service providers to review and coordinate international statutory filings.
• Oversee the timely and accurate filing of all corporate tax returns, VAT/GST returns, and other statutory tax filings across all jurisdictions in which the Company operates.
• Support the VP, Global Controller and CFO with international tax planning strategies, including permanent establishment risk management, withholding tax optimization, and treaty analysis.
• Implement, and maintain a robust global transfer pricing framework consistent with Group and local country requirements.
• Manage transfer pricing audits and respond to tax authority inquiries in coordination with local advisors.
• Ensure compliance with local statutory requirements including annual report filings, corporate secretarial obligations, and director reporting duties.

Leadership & Cross-Functional Partnership

• Build, lead, and mentor a high-performing international accounting team based in India and other international countries fostering a culture of accountability, continuous improvement, and professional development.
• Partner cross-functionally with Legal, Treasury, FP&A, Payroll, and HR teams to ensure the global finance function operates as an integrated whole.

QUALIFICATIONS & EXPERIENCE

Required

• CPA or Chartered Accountant (CA) certification
• 10+ years of progressive accounting and finance experience, including 7+ years in a management role.
• Experience reviewing, preparing, and reconciling multi-currency, intercompany consolidation accounts.
• Experience working with international subsidiaries and transfer pricing.
• Comprehensive and current understanding of US GAAP and international accounting standards (IFRS or other local accounting standards), and multiple currency environments.
• Excellent computer and Excel skills, including advanced financial modeling and reconciliation capabilities.
• Ability to work collaboratively across the organization and with external stakeholders.
• Strong interpersonal and verbal/written communication skills; strong attention to detail.

Preferred

• Prior experience in an Employer of Record, PEO, staffing, or fintech/HR-tech company.
• Strong proficiency with ERP systems; Sage Intact, NetSuite experience strongly preferred.
• Experience managing a globally distributed accounting team across multiple time zones.

Financial Planning and Analysis, Director

Hybrid, Bangalore, India

We are seeking an experienced and highly motivated FP&A Director to lead our financial planning and analysis practice. The FP&A Director will be responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability. The ideal candidate will have strong leadership skills, a deep understanding of financial management principles, and a proven track record of driving process improvements.

Responsibilities:

• Assist CFO in managing the strategic planning, budgeting, and forecasting processes.
• Develop and maintain complex financial models to support decision-making across the organization.
• Model operational KPIs, including SaaS unit economic, efficiency metrics of sales, marketing, and customer services. 
• Deep understanding of SaaS financial and operational KPIs, a strong ability to analyze data to identify trends, risks, and opportunities for growth.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Mentor and develop FP&A team members, promoting a culture of continuous learning and professional growth.
• Self-starter and with a hands-on and growth attitude

Requirements:

• Bachelor's degree in finance, Accounting, or a related field. MBA is required.
• Overall 12+ years of experience 
• Specific 5+ years of experience in financial planning and analysis in the enterprise software industry.
• Experience in AI tools.
• Expert financial modeling and analytical skills
• In-depth knowledge of financial statement analysis, management reporting, and operation analysis.
• Excellent communication, presentation, and interpersonal skills.
• Proven ability to build and lead high-performing teams.
• Strong attention to detail, problem-solving abilities, and a results-driven mindset.
• Proficient with NetSuite, Salesforce or CRM.  Track record of learning a new CRM quickly
• Banking or investment experience is preferred.

ABOUT LEGION

Join Legion's mission to turn hourly jobs into good jobs. We're a remote, mission-driven team seeking exceptional talent to propel this vision. Embrace a culture that's collaborative, fast-paced, and entrepreneurial. With us, you'll grow your skills, work closely with experienced executives, and contribute significantly to our mission.

Our award-winning AI-native workforce management platform is intelligent, automated, and employee-centric and has proven to deliver 13x ROI. We help labor-intensive organizations maximize labor efficiency and employee engagement simultaneously. 

Legion has earned recognition for its innovation, including spots on the Inc. 5000 list, Forbes’ Next Billion Dollar Startups, and awards for our AI technology. Backed by leading investors such as Norwest Venture Partners, Stripes, First Round Capital, XYZ Ventures, Webb Investment Network, Workday Ventures, and NTT DOCOMO Ventures, we're making real change.

If you're ready to make an impact and grow your career, Legion is where you belong. Join us in making hourly work rewarding and fulfilling.

BACKGROUND AND OPPORTUNITY 

There are almost 75 million hourly workers in the United States, representing more than half of the entire workforce. Historically, managing hourly employees has been difficult due to high attrition (average of 60%) and high replacement costs (average of $3,200 per employee in retail). The ongoing labor shortage and competition from the gig economy, make it more difficult to attract and retain hourly employees.

The top reasons hourly employees leave their jobs are a lack of schedule empowerment, poor communication with employers, and an inability to get paid early. Gen Z and the millennial workforce demand gig-like flexibility, modern technology, and compelling work options.

Legion’s mission is to turn hourly jobs into good jobs, serving the hourly workers who make up the majority of the US workforce. We believe in empowering employees and helping employers be efficient and innovative by enabling intelligent automation powered by Legion’s Workforce Management platform to optimize labor efficiency and enhance the employee experience simultaneously. 

Legion WFM was built for the cloud with AI at the core and designed to handle the complexity of modern businesses and meet the needs of today’s hourly employees. 

Our team is comprised of dedicated individuals from all backgrounds and experiences, globally distributed across all time zones.

For more information, visit https://legion.co 

COMPENSATION & BENEFITS

At Legion, we offer competitive compensation and benefits packages to all employees. As a fully remote employer, pay for positions is determined using local, national, and industry-specific survey data. 

Our salary range is done so in good faith based on national data and may be refined for a candidate's region/town/cost of living. We strive to make competitive offers allowing employees room for future growth. Salaries will be based on the applicant’s location, level of experience, education, and specialized knowledge and skills. Additionally, we consider the external market rate, the amount we have budgeted internally, and internal equity within the company for the same position. 

Benefits include, but are not limited to:

•  Health Benefits
•  Paid Time Off and Paid Holidays
•  Parental Leave
•  Equity
• Monthly Wellness Reimbursement
• Monthly Lunch on Legion
• Monthly Phone / Internet Reimbursement

EQUAL EMPLOYMENT OPPORTUNITY

Legion Technologies is proud to be an equal opportunity employer and is committed to maintaining a diverse and inclusive work environment. All qualified applicants will be considered for employment without regard to race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

DISABILITY ACCOMMODATION

For individuals with disabilities who need additional assistance at any point in the application and interview process, please email recruiting@legion.co 

Renewals Specialist, Financial Operations

Data, Quality Control & Invoice Lifecycle Management

Finance Department

Reports to Global Renewals Manager

Role Overview

The Renewals Specialist is a critical operational role based within our Global Capability Centre (GCC) in India, supporting the broader Renewals team in delivering accurate, timely, and compliant contract renewals. Rather than managing a dedicated book of customers, this role functions as the operational backbone of the Renewals organization — ensuring data integrity, forecast accuracy, and cross-functional alignment so that Renewal Opportunity Owners can focus on advancing and closing deals.

This individual will work closely with Renewals team members, Customer Success Managers, Finance, Product, and Sales to eliminate roadblocks, maintain pipeline visibility, and uphold the quality of renewal forecasting dashboards reviewed daily by executive leadership, including the CFO. The ideal candidate is highly detail-oriented, process-driven, and comfortable working across multiple systems and stakeholders in a fast-paced, high-accountability environment.

Key Responsibilities

Renewal Calculations & Proposal Preparation

Own the initial internal calculation of renewal proposals, including pricing, quantities, pro-rata adjustments, and co-terming calculations. Ensure all figures are accurate, validated against internal systems, and ready for Renewal Opportunity Owners to progress.

Pipeline Monitoring & Renewal Lifecycle Management

Own the day-to-day monitoring of the renewals pipeline, tracking renewal stages and proactively identifying risks to on-time closure. Follow up with Account Managers to confirm assigned renewals are being actively worked and that opportunity stages are progressing accurately in Salesforce. Escalate blockers to Renewals leadership as needed.

Back-Office Support for Renewal Owners

Support Renewals team members with back-end execution, including generating order forms and renewal paperwork based on direction provided by the team (e.g., multi-year extensions, percentage-based increases). Manage other administrative and operational functions required to move renewals forward efficiently.

Renewal Deal Desk Preparation

Assist Renewal Opportunity Owners in preparing for Renewals Deal Desk, ensuring all required data, documentation, and approvals are in order ahead of submissions. Monitor the pipeline of open renewal opportunities and assist in identifying those requiring inclusion on the Deal Desk docket.

Salesforce & NetSuite Data Integrity

Maintain complete, accurate, and up-to-date renewal data in Salesforce throughout the renewal lifecycle. Conduct regular audits between Salesforce and NetSuite to ensure billing records align with contracted terms. Identify and resolve discrepancies proactively to protect revenue accuracy and forecast integrity.

Renewal Forecast Accuracy & At-Risk Tracking

Support Renewals leadership in maintaining the accuracy of renewal forecast dashboards used by executive leadership on a daily basis. Track at-risk renewals and validate that Upsell and Cancellation flags are accurately reflected in Looker forecasts. Conduct regular calls with Customer Success Managers to confirm forecast status and document outcomes including heal plays, saves, and downsells.

Invoice Management & Financial Validation

Take ownership of the end-to-end invoice release process, ensuring invoices are issued accurately and on time. Validate pricing, quantities, terms, and billing details across all relevant systems. Coordinate approvals with appropriate stakeholders and partner with Accounts Receivable to ensure timely release. Proactively resolve any data discrepancies or blockers that could delay invoicing.

Reporting, Analytics & Dashboard Maintenance

Support Renewals leadership with reporting, analytics, and ongoing maintenance of Looker dashboards. Provide data-driven insights to help the team identify trends, risks, and opportunities within the renewals portfolio.

Cross-Functional Relationship Management & Collaboration

Establish and maintain strong working relationships with Customer Success Managers, Product team members, Finance, and Sales. Serve as a proactive liaison to ensure that roadblocks to renewal are identified and addressed in a timely manner. Organize and facilitate team calls to review product updates and ensure the Renewals team stays current on new features and enhancements relevant to the renewal process.

Ad-Hoc Projects & Renewals Leadership Support

Support the Renewals leader with ad-hoc projects and initiatives as needed, including developing customer-facing materials (e.g., one-pagers highlighting product value and recent enhancements), executing steps related to AI-driven initiatives, and contributing to process improvement efforts across the renewals organization.

Salesforce Notes & Documentation

Update Salesforce notes and opportunity records on behalf of Renewals team members as directed, ensuring a complete and current audit trail of renewal activity and customer interactions.

Training & Professional Development

Complete all required internal training programs in a timely manner. Proactively stay informed on new products, platform features, and internal process updates, incorporating relevant knowledge into daily renewals support activities.

Required Skills & Experience

• 3+ years of experience in renewal operations or revenue operations roles
• Strong proficiency with Salesforce, including data entry, pipeline management, and opportunity tracking.
• Demonstrated ability to support reporting and analytics functions; experience with Looker or comparable BI/dashboard tools is a plus.
• High attention to detail with a proven track record of accuracy in data-sensitive, high-volume environments.
• Strong cross-functional collaboration skills with the ability to work effectively across Sales, Finance, Customer Success, and Product teams.
• Excellent written and verbal communication skills, with the ability to follow up professionally and persistently with stakeholders at multiple levels.
• Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
• Comfortable working in a GCC (Global Capability Centre) environment and supporting a geographically distributed team.
• Experience working with AI productivity tools such as Claude, ChatGPT, or similar platforms.
• Prior exposure to SaaS renewal processes, subscription billing models, or recurring revenue operations.

Preferred Qualifications

• Experience with Looker or other business intelligence and dashboard tools.
• Experience with CPQ or similar quoting tools

Position Overview

The Senior Accountant will serve as a key accounting resource within Skild AI’s finance function. This is a hands-on, full-cycle accounting role requiring ownership of day-to-day accounting operations, including accounts payable, accounts receivable, invoicing, collections, payroll accounting, and general ledger management.

You will be responsible for preparing journal entries, performing reconciliations, supporting month-end and year-end close, and ensuring financial records are accurate and audit-ready. The ideal candidate is highly detail-oriented, operates independently, and collaborates effectively across teams and time zones.

Responsibilities

• Own full-cycle accounting operations for the India subsidiary, including Accounts Payable, Accounts Receivable, General Ledger, and payroll accounting in QuickBooks
• Process vendor invoices end-to-end (coding, approvals, payment execution), maintain vendor master data, reconcile vendor statements, and manage weekly payment runs in compliance with company policies
• Generate and issue customer invoices per contractual terms, apply cash receipts, maintain the AR subledger, reconcile AR aging weekly, and proactively manage collections and escalations
• Coordinate with the US Controller on revenue recognition under ASC 606 and ensure accurate contract documentation and billing records
• Monitor key working capital metrics (e.g., AR aging, DSO) and escalate trends or risks to management
• Prepare and post journal entries (accruals, prepayments, depreciation, intercompany transactions) and perform monthly balance sheet reconciliations
• Lead month-end and quarter-end close for the India entity, delivering accurate financials, variance analysis, and reporting to the US Controller and CFO
• Maintain a clean, well-documented, and audit-ready general ledger in accordance with US GAAP and applicable Indian accounting standards
• Process and reconcile monthly payroll entries in coordination with the India payroll provider, ensuring accuracy of statutory deductions, benefits, and accruals (bonus, leave encashment, gratuity)
• Support statutory compliance activities including TDS filings, GST reconciliations, intercompany reconciliations, and coordination with tax advisors
• Support external audits by preparing schedules, documentation, and responding to auditor inquiries
• Serve as QuickBooks administrator for the India entity, maintaining system integrity, chart of accounts, and master records
• Identify and implement process improvements and support system enhancements or migrations as the company scales

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or Commerce (B.Com / M.Com / CA Inter or equivalent); CA qualification (completed or in progress) preferred
• 5–8 years of hands-on, full-cycle accounting experience, including direct ownership of AP, AR, collections, payroll entries, journal entries, and month-end/year-end close processes
• Strong working knowledge of US GAAP, including revenue recognition (ASC 606), accrual accounting, and financial statement preparation
• Demonstrated proficiency in QuickBooks Online (required), with the ability to manage day-to-day accounting operations within the system
• Experience with intercompany accounting, multi-entity environments, and financial reporting for US-based companies preferred
• Working knowledge of India statutory and payroll compliance requirements (TDS, GST, PF, ESI, Professional Tax)
• Advanced proficiency in Microsoft Excel (pivot tables, lookups, reconciliations, and financial analysis tools)
• Experience supporting audits and maintaining audit-ready documentation
• Exposure to ERP implementations, system migrations, or process improvements preferred
• Strong written and verbal English communication skills, with the ability to collaborate effectively with US-based leadership across time zones
• High attention to detail, strong analytical skills, and a high degree of ownership and accountability

We are Remodel Health, the health benefits platform that revolutionizes health benefits to resource organizations with missions that matter. Our platform shifts organizations from traditional, one-size-fits-all health insurance plans to an individualized health insurance experience for each employee and their family. 

We were founded on faith-based principles, and have a heart to serve all organizations, from small to large to enterprise. Historically, our core customer pipeline has consisted of churches, K-12 private schools, Christian higher education, and faith-based nonprofits. In recent years, we have grown to serve largely for-profit organizations of all sizes.

Our team is collaborative, intentional, and prioritized. We care deeply for our customers and passionately believe there is a better way for employees to receive health benefits from their organization. Learn more about who we are here!

We are looking for a highly driven, team-oriented self-starter to join our Account Management team! Please explore the job specifics below:

Remodel Health is looking for a proactive, positive, self-starter and a team player with a drive to retain and grow revenue with our strategic broker partners. Specifically, you will be responsible for developing and executing winning strategies with an assigned group of clients and brokerage agencies. By understanding their needs and collaborating with CFOs, HR Directors, and CEOs of organizations, as well as Producers, Account Executives and Account Managers of strategic broker partners, to continue improving their partnership with Remodel Health, you will renew and expand existing revenue for the company. This role will support multiple brokerage agencies and their corresponding client accounts, with approximate annual revenue of $2M+.

Responsibilities:

• Create trusting relationships with assigned brokerage partners that lead to future quoting opportunities
• Mine and collect quoting opportunities with assigned broker/agency partners
• Subject matter expert in all areas (ICHRA, HSA, Off-Exchange, On-Exchange, HRA, etc.)
• Responsible to evaluate and restrategize our custom solution each year with the client and identify new product solutions to meet identified needs
• Responsible to plan and organize the annual renewal process for assigned organizations
• Monitor and provide consultation for compliance measures of assigned organizations
• Expectation to build relationships and customer loyalty that lead to referrals
• Work in partnership with our sales division to set expectations and the timeline for onboarding an organization
• Provide ongoing training, support, and education for the Broker, HR Director, CFO, and executive stakeholders
• Responsible to provide monthly updates on each account to Director
• Quarterly meetings with assigned agencies and organizations built around an annual retention goal

Requirements:

• 2+ years of experience managing clients with greater than $50,000 in annual revenue
• Professional experience in health insurance or health-tech preferred
• Proven consultative sales skills with the ability to hit or exceed sales quota
• Experience working with brokerage agencies preferred
• Ability to articulate value proposition to C-Level, Finance, and HR executives
• Currently hold or willingness to obtain a Health and Life Producer License

Additional Information:

• Some travel required to provide on-site support and advisement

How you'll be cared for at work:

• Full health benefits offering, including life, long-term disability, dental, and vision
• Generous PTO
• 401(k) match
• Sabbatical PTO available after 5 years
• Work from home program (4/1) 
  
  

This is a full-time, permanent position based in Indianapolis, IN.

As Manager/ Senior Manager of Finance at Instawork India, you will own and oversee the finance/accounting team for Instawork India, which is a wholly owned subsidiary of Instawork (U.S. company - www.instawork.com).  Additionally, you will own the Accounts Receivable for the U.S. company, including managing AR collections analysts.  You will report directly to the U.S. Controller, but also work closely with the Country Head of Instawork India.

You would be responsible for end-to-end financial management domestically, including payroll, accounts payable, all corporate accounting, including the month-end close, regulatory/compliance and financial reporting, budget, and forecasts preparation for Instawork’s Indian Entity. 

You will partner with the Country Head and help design and implement various internal policies for finance, expenses, and budgeting.  You will also ensure that the Indian Entity is compliant with all the prevailing laws and regulations of the country and proactively advise the management of any changes in regulations.

Additionally, you would be working with the global finance team to help achieve other business goals as determined by the U.S. CFO and U.S. Controller from time to time.

Accounting

• Lead and Own U.S. Accounts Receivable for the Company
• Initiate best-in-class global support of the month-end close, year-end close, and audit support
• Financial management, including corporate accounting, regulatory and financial reporting, budget, and forecasts preparation
• Own end-to-end accounting, payroll, and bookkeeping for the Indian entity, along with expense management and vendor payments
• Calculation and remittance of monthly statutory payments and Taxes eg, TDS PF, ESI, PT etc
• Preparation of financial statements and the company’s monthly MIS reports
• Coordination with Statutory auditors, external consultants, banks and other government agencies
• Preparation and filing of the company’s GST and Income tax returns
• Preparation & submission of quarterly and annual returns
• Help design and implement various internal policies for finance, expenses, and budgeting
• Assist with Global accounting and reporting in conjunction with the U.S. CFO and U.S Controller
• Supervise, mentor, and guide the India finance team (2 personnel) and the AR collections analysts (3 personnel)

Compliance

Own end to end compliance for the Indian entity including Financial Audit, RBI, STPI, MCA and other regulatory filings including:

• Periodic Tax and Statutory payments like EPF, ESI, state taxes etc.
• Periodic Regulatory Filings with RBI and MCA
• STPI and export related compliances
• Annual Audit and Tax Filings
• Facilitate Board Meetings
• Assistance with Global compliance and regulatory filings

Who you are

• CA with 7-10 years of experience with strong knowledge of Indian Accounting
• Knowledge of US GAAP 
• Experience working with a Big 4 firm is a plus
• Have handled Global Financial Operations, particularly Accounts Receivable a plus
• Ownership of financial operations workflows to support Corporate/ Global team
• NetSuite experience is desirable
• Proficient in Microsoft Excel or Google Sheets required. Conversant with MS Office 
• Excellent written and communication skills
• Ability to work some U.S. pacific time zone hours
• Proven experience with process improvements, automation and the ability to incorporate AI to improve processes
• Excellent people management skills

• Strategic OpEx Ownership: Lead the end-to-end operating expense forecasting process. You will act as a financial consultant to department heads, conducting monthly BvA reviews, managing headcount strategy, and driving the annual planning cycle.
• Advanced Cash Flow Modeling: Drive complex cash flow forecasting and develop sophisticated models to analyze liquidity movements and working capital trends over time.
• Consolidated Global Forecasting: Own and evolve the global forecast models. You will synthesize inputs from across the FP&A team to provide a cohesive, high-level view of variances and business drivers to the CFO and executive team.
• Systems & Process Architecture: Lead the charge on automation. You will optimize our planning and reporting tools, ensuring the finance tech stack scales with the company’s growth.
• Insights over Data: Move beyond "running extracts" to building dynamic reports and analytical frameworks that provide preliminary close insights and long-term trend analysis.
• Strategic Advisory: Conduct high-impact ad hoc analysis to support contract negotiations, M&A due diligence, and new productivity or cost-saving initiatives.

• 5+ years of progressive experience in FP&A, Corporate Finance, or Investment Banking, ideally within a high-growth or public company environment.
• Bachelor’s Degree in Finance, Accounting, Economics, or a related quantitative field (MBA or CFA a plus).
• Advanced Financial Modeling: Expert-level Excel skills with the ability to build scalable, complex, and error-proof models.
• Technical Proficiency: Strong working knowledge of BI tools (e.g., Tableau, Looker).
• Business Partnership: Proven track record of influencing senior stakeholders and "translating" financial data into actionable business strategy.
• Operational Excellence: Demonstrated ability to manage multiple workstreams in a "startup-like" environment while maintaining a meticulous eye for detail.
• Problem-Solving: A proactive mindset that identifies bottlenecks before they occur and implements structural solutions.

#LI-Hybrid

Role- Associate Partner / Executive Director- Leading Finance, Risk & Regulatory Function.

Location- Bengaluru

Experience - Must have a combination of SME skills in Financial Risk and Finance, Transformation and Consulting.

Function- Capability Head- Finance, Risk and Regulatory Functions

Joining Capco means joining an organisation that is committed to an inclusive working environment where you are encouraged to #BeYourselfAtWork. We celebrate individuality and recognize that diversity and inclusion, in all forms, is critical to success. It is important to us that we recruit and develop as diverse a range of talent as we can. We believe that everyone brings something different to the table – so we would love to know what makes you different.

About Capco

Capco is a global technology and business consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing industry.

We are:

• Experts in capital markets, banking and payments, insurance and wealth and asset management
• Deep knowledge in financial services offering, including e.g. Finance, Risk and Compliance, Financial Crime, Resilience etc.
• Committed to growing our business and hiring the best talent to help us get there
• Focus on maintaining our nimble, agile and entrepreneurial culture

Role Description 

We are looking to recruit Finance and Treasury Transformation candidates with deep knowledge of the domain into our growing Financial Crime, Risk, Regulation and Finance (FRRF) capability. You will have strong change management experience and a background in financial services.

You will be involved in advising clients and delivering transformation across the Finance and Treasury functions of our clients, in support of the Chief Financial Officer (CFO) and Treasurer.  The type of work you will get involved in includes Finance and Treasury implementation of strategic changes (e.g. ledger transformation and process excellence for controls, balance sheet and capital optimisation, analytics and reporting), regulatory changes (e.g. Basel, IFRS, PRA, EBA) and delivery of reporting. (e.g. ICAAP, ILAAP and RRP). You will spend time with clients dealing with problems as they arise and gaining valuable experience and exposure to how the projects and client organisations work across the financial services industry.

The type of projects we cover are:

• Finance and Treasury strategy and operating models, including Balance Sheet Management and Capital optimization strategies
• Implementation of regulatory changes e.g. Basel, Solvency II, IFRS, PRA, EBA
• Finance and shared services / outsourcing.
• Finance organisation design.
• Financial regulatory reporting and change
• Finance function process improvement including digital process modelling, automation and AI.
• Cost reduction exercises, with effective benefit realisation plan.
• Benchmarking the finance function.
• Performance management including budgeting and forecasting.
• Finance IT strategy - including embedding applicable digital technologies (i.e accounting engine, subledger, cloud adoption)

In your role as a Finance and Treasury Transformation Consultant, you will have responsibility for:

• Supporting our clients to achieve compliance with regulatory obligations, including dealing with remediation and response to regulatory reviews.
• Designing solutions, delivering on client assignments and owning delivery of projects.
• Ensuring management information is provided to, and easily understood by, programme leads, senior management and client committees.
• Defining and managing monitoring processes.
• Building assurance and control capabilities in line with regulatory expectations and risk appetite.
• Liaising with internal control and risk functions across three lines of defence.
• Managing stakeholder expectations spanning global business areas with conflicting priorities.
• Ensuring timely escalation and control of risks, issues, dependencies and timelines.
• Developing long-term trusted advisor relationships with external clients and industry contacts.
• Understanding business models and helping translate them into business requirements and test scenarios for handover to IT partners.
• Working collaboratively with relevant Capco teams in identifying opportunities for and securing new business.
• Supporting the sharing of knowledge and experience with the team to help develop your colleagues and the capability of the firm.

Skills and Expertise

Finance / Accounting / Treasury

• Demonstrate understanding and experience of advising on and implementing regulations such as Basel, Solvency II, IFRS, SOX, GDPR, PRA, EBA) and delivery of reporting (e.g. ICAAP, ILAAP and RRP).
• Accounting qualification (CIMA, ACCA, ACA) (desirable)
• Demonstrate strong understanding of accounting fundamentals and processes, for example: profit & loss, balance sheet, capital allocation, cost allocation.
• Good understanding of the role of the Finance and Treasury function within financial services organisations, including all aspects of the finance operating model (people, data, technology).
• Experience of delivering transformation projects within finance functions, either as a consultant or as part of an in-house change-delivery team. This could be finance technology projects (e.g., ERP, Accounting Engines/Subledger/Finance Reporting implementations), right-shoring or other operating model transformations or finance process improvements.
• Understanding the impact of the relationship between finance and other functions such as risk, tax and compliance.
• Experience of working with the C-Suite - CFO, CRO, CDO community (desirable)

PM / BA skills

• Experience in managing change projects, including finance/ regulatory transformation, resource management, budgeting, communications and governance.
• Understanding of the project lifecycle from requirements through to implementation
• Strong analytical skills and problem-solving skills, with an ability to work with stakeholders across all business functions to define requirements.
• Ability to Work with technology partners to translate these requirements into functional and technical design.
• Experienced at running workshops to drive discussions, gather requirements and mitigate risks with users and senior stakeholders,
• Appreciation of business and technical architecture.
• Knowledge of formal project management methods e.g., Agile, PMI, Prince 2 (desirable)

Other Expectations

• To balance client delivery with supporting development of new client opportunities or market propositions and sales activities with the capability and client accounts.

For senior level candidates

• Mentor and coach other members of the team.
• Solution development, showing a clear ability as a Subject Matter Expert (SME) to enhance existing propositions, and develop new ones.
• People management, building a team of consultants with the right mix of grades, skills and experience to support client opportunities and projected growth.
• Develop, drive and convert a pipeline of opportunities and lead on RFP responses.
• Fulfil a key role in account and proposition development within Market Domains and Key Client Accounts, assisting senior management to increase revenue.
• Formulate propositions and solutions that meet client requirements in addition to managing and directing pursuit activity.
• Strong bid management abilities, with a proven ability to mentor and train Consultants.
• Drive thought leadership and client campaigns
• Build and maintain strong client relationships within the sector, leveraging proven industry content and delivery capability.

Our work culture is focused on innovation and building lasting value for our clients and employees. This means that we will work with you to track your development so you know how you are doing and where you can improve. At this early stage in your career, you will have access to inspirational leaders and high-quality training, to give you every opportunity to become a recognised expert.

Successful candidates can build relationships quickly with colleagues and clients. Flexibility is also key, you will need to handle changing priorities and workloads and as you grow, you would also need to have the capacity to take on greater responsibilities such as development of service offerings and client campaigns as you develop within the firm. You should be intellectually curious and interested in developing your professional and technical skills, to understand clients’ issues and to help them to prosper.

WHY JOIN CAPCO?

You will work on engaging projects with some of the largest banks in the world, on projects that will transform the financial services industry.

We offer:

• A work culture focused on innovation and building lasting value for our clients and employees
• Ongoing learning opportunities to help you acquire new skills or deepen existing expertise
• A flat, non-hierarchical structure that will enable you to work with senior partners and directly with clients
• A diverse, inclusive, meritocratic culture
• Enhanced and competitive family friendly benefits, including maternity / adoption / shared parental leave and paid leave for sickness, pregnancy loss, fertility treatment, menopause and bereavement